Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cadence Design Systems -- Ignore unavailable to you. Want to Upgrade?

To: kendall harmon who wrote (464)	7/24/1999 11:06:00 AM
From: arnie h	Read Replies (1) \| Respond to of 668

Hi Kendall: I did see that and found it somewhat uplifting. I'm puzzled however how the leader in a field can make as many acquistions as this company has and have such a large drop in revenues. Obviously they took on lots of schlock business to make the company look good and are trying to get beyond that now. All the recent insider 144 filings don't add comfort either. This is a company obviously in need of a more mature management and managers who have more interest in the company than their personal affairs. They also need a vastly improved Board who will knock off the rather unsavory option practices the current Board has either stimulated or allowed. Arnie

To: kendall harmon who wrote (464)	7/25/1999 5:05:00 PM
From: Alfredo Nova	Read Replies (1) \| Respond to of 668

To all: I think CDN is very undervalued simply because it lost 60% of its value by simply announcing flat revenues and eps. Today I cannot access Merrill Lynch website. They liked the company though. Analyst Desai from First Boston wrote very informative reports which are positive, but rated hold with target 15. Last, Salomon reduced target from 43 (sic) to 22, now they have nothing on CDN on their website. Impressive growth in sales and eps per S&P report. Anyone has any reports to post? Alfredo